Lead Management Report

The Lead Management Report is a client report that displays all leads added manually or captured using the lead capture widget and lead capture automated marketing campaigns during the selected time period. This report can be used to communicate with leads, assess lead activity, and otherwise manage your leads for your business.

In this article:

To view the Lead Management Report:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click Clients.
  4. In the side menu or in the list, click Lead Management. Your Lead Management Report is displayed. You can filter the report or change the view to find the information you would like to see.

Headings in the Lead Management Report:

Heading nameDescription
DATEThe date that the lead was added to the system is listed in this column.
LEADThe name, email, and profile image of the client account associated with the new lead is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.
CAMPAIGNThe lead capture marketing campaign used to obtain the lead is listed in this column.
PURCHASE OPTIONThe incentive purchase option offered with your lead capture marketing campaign is listed in this column.
LEAD CREATED BYIf the client was manually added as a lead, the name and profile image of the staff member who created the new lead is listed in this column.
REFERRED BYIf the client was referred to your business by another client, the name and profile image of the client who made the referral is listed in this column.
STATUSThe status of the lead is listed in this column. By default, the status is New. It can be changed manually by clicking the arrow icon and selecting Active or Not Interested.
Was this article helpful?
(58 out of 58 people found this article helpful)
Still need help? Contact us
Cancel